Planning and Managing Drupal Projects by Nordin, Dani -- Read -- Imperial Library of Trantor

Index

Planning and Managing Drupal Projects Preface

Contents of This Book A Caveat Conventions Used in This Book Using Code Examples Safari® Books Online How to Contact Us Acknowledgments About the Author About the Reviewers

1. Introduction

A Quick and Dirty Guide to DrupalSpeak™ Talking to Clients About Drupal Organizing Your Files Lifecycle of a Drupal Project Implementation Plans: Breaking up your work

2. Setting the Stage: Discovery and User Experience

Breaking Down the Project Goals Project Discovery

A further note on documents

Framing the Design Challenge Getting Your Hands Dirty with UX User Experience: Bringing UX Design to an embedded team

Study the organization you’re working with It’s not about looks Let go of the outcome

User Experience: Techniques for Drupal

Mind mapping User personas User Flows Functional Breakdowns Screen Sketches and Wireframes Wireflows Content Strategy Documents

UX Techniques and Drupal: Practical issues to hammer out Go Deeper: User Experience and Project Management

Books Websites

3. Fleshing Things Out: Getting ready to prototype

Working with content Trial by fire Working with Content Types: a High-Level Overview

Organizing your content

Putting this all together Choosing modules

So many modules. How do I choose? Go-to modules

Pathauto (drupal.org/project/pathauto) Views (drupal.org/project/views) Block Class (drupal.org/block_class) Webform (drupal.org/project/webform) WYSIWYG (drupal.org/project/wysiwyg) Mollom (drupal.org/project/mollom)

Oh-So-Nice to Have Modules

Field Group (drupal.org/project/field_group) Link (drupal.org/project/link) Media (drupal.org/project/media) References (drupal.org/project/references) View Reference (drupal.org/project/viewreference) Block Reference (drupal.org/project/block_reference) Submitagain (drupal.org/project/submitagain)

No, I don’t need this, but ooh, it’s perty! Modules

Views Slideshow (drupal.org/project/views_slideshow) Colorbox (drupal.org/project/colorbox) User Points (drupal.org/project/userpoints)

A completely incomplete listing

4. Working with Clients

Proposing and Estimating Projects

Pre-proposal discovery: what you need to know Pricing a project: Fixed-Bid versus hourly Writing the proposal Getting clients to love you, even when you have to tell them “no” (and what to do if they don’t)

That’s easy for you to say...

The “Professional Relationship” clause

After the Handoff: The project retrospective

Including clients in the retrospective Documenting what you learned Documenting for the community

A. Project Brief

Hey there! It’s nice to meet you.

Who are you? About your project Background Goals and Objectives Target Audience Competition Brand attributes Functionality and Technical Requirements

For all projects: For print projects: For web projects:

Time and money Thanks again!

B. Work Agreement (with Professional Relationship Clause)

Work Agreement Terms and Conditions Payment Notes

Payment Notes: Professional Relationship Deliverables Timeframe

Additional Terms

Rejection/Cancellation of Project Modifications Ownership of Artwork Reproduction of Work Author’s Alterations (AA’s) Proofs Completion/Delivery of Project Releases Limitation of Liability Warranty of Originality

C. Project Proposal

Project Proposal Section 1.0: Project Background and Objectives

Objective 1: Build upon the history of the Founder’s experience with her prior firms to effectively position The Consulting Firm as a leader in environmental compliance information and consulting for technology products. Objective 2: Create a blogging and social media engagement strategy that allows The Founder to more firmly establish thought leadership in the field. Objective 3: Create a website that will serve as a marketing vehicle for The Consulting Firm, and integrate The Founder’s content leadership efforts.

Section 2.0: Statement of Work

Brand Messaging and Positioning Strategy Blogging, Social Media and Content Strategy Logo and website development Client Responsibilities

Section 3.0: Development Process

Phase I: Strategy, Goal-setting, Requirements & Research Phase II: Creative Exploration & Design Development Phase III: Implementation and Testing Phase VI: Measure and Refine

Section 4.0: Budget Estimate Section 5.0: the zen kitchen Background & Capabilities

Section 5.1 Who is the zen kitchen? Section 5.2 What can the zen kitchen do for you? Section 5.3 Why choose the zen kitchen?

6.0 Terms and Conditions

Payment Notes Payment Notes: Professional Relationship: Deliverables Timeframe Additional Terms

About the Author Copyright

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